Bring useful source material into project reviews
Give the next project review an easy path back to the context behind the work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Attachment for Object
Attaches a file or external link to a task, project, or project brief.
Why this helps
Review meetings lose time when participants have to locate the source material again.
- Prepare a project with relevant source material.
- Keep a link available to project participants.
- Reduce last-minute context gathering.
Setup
Build it in a few focused steps.
- 1Connect Cody and Asana once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to ask Cody for a relevant accessible source for the named project and attach the external link to the project when clearly identified.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real project and verify the link.
Questions about this workflow
Will it attach a new source every run?
The instruction should ask Notis to attach only the relevant source identified for that run. If duplicate prevention matters, provide the existing attachment context for comparison.
What if no source is available?
Ask Notis to report that no accessible source was found and skip the attachment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Asana. A trigger fires from one place; an action lands in another.
Cody triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Adds followers to a task and notifies them of updates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Followers to Project
Adds project followers, who receive notifications when tasks are added.
Add Supporting Relationship to Goal
Links a project, task, portfolio, or goal as support for a goal.
Add task to section
Adds an existing task to a section.
Add item to portfolio
Adds a project or supported item to a portfolio.
Create Allocation
Creates an allocation of a user’s time to a task or project.
Add Members to Project
Adds project members, who can view and contribute to the project.
Create a project
Creates a project in a workspace.
Connect any two apps with Notis in the middle.
Cody and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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